Dhiren Makhija - Stock market enthusiast 📈
@dhiren_m7
I know a thing or 2 about business. Alter ego: @dhirenmakhija7
Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators. I shared this analysis with my 20,000+ students. For 24 hours, it's yours for FREE. Like, RT & Comment "AI" and I'll DM it to you.
Is lenskart’s 200 PE justified? Let’s look into some stats: - no proprietary tech - no world domination plans - net profit margin at 1.7% - when the founder was asked to justify, there was no sensible answer. What do you think? #ipo #lenskart #ipoallotment
AI-linked stocks now drive: – 75% of S&P gains – 80% of profits – 90% of capex One sector has become the market. When that sector sneezes, the whole index catches a cold.
A picture indeed speaks a thousand words.
We’re going to see record numbers of value investors crying and hoping AI isn’t real. It is.
GDP growth was just 0.1% in the first half of 2025 if you take out investments in data centres. 😵💫😵💫
Investment in information processing equipment & software is 4% of GDP. But it was responsible for 92% of GDP growth in the first half of this year. GDP excluding these categories grew at a 0.1% annual rate in H1.
If Intel executes completes its fabs, regains margins, and rides Trump’s reshoring push the stock could explode in 5 years. But make no mistake: Intel’s past mistakes still haunt it. Government backing can’t fix bad engineering.
Apple is now reportedly in talks to invest in Intel. Tim Cook knows where the political winds are blowing. This isn’t just business, it’s survival. If Intel can secure investments from Big Tech, it locks in demand for years.
Trump’s latest demand: All chipmakers must produce as many chips in the US as they import. If they don’t? A 300% tariff awaits. That’s not policy. That’s leverage. And Intel is right at the center of this strategy.
Trump reportedly forced Intel to give the US government a 10% stake. In return, he promised full political and economic support. Then came the threat: “Help Intel, or I’ll crush you with tariffs.” Nvidia was the first to listen investing $5B
Intel might just become the Boeing of semiconductors. It’s losing technological leadership, but it’s too strategic to fail. The US government and Mr. Trump won’t let it die. That seems to be the real bull case for Intel.
It’s official! India is opening its doors to foreign blockchain & AI builders. I’ve just been granted a girthy 5-year India visa 🇮🇳🇮🇳🇮🇳 Trump says foreigners go kick rocks. Modi says welcome home bhai 🏠
Indian banks once powered 60% of India’s funding needs (FY23). In FY25, that’s slipped to just above 50%. Capital markets + NBFCs are taking share. RBI now wants banks back at the center of the game. Goal → faster policy transmission via banks instead of patchy NBFC channels.
US Markets face a busy week of catalysts 👀 Near-term: - Gov’t shutdown talks - Jobs report - Fed speakers - Nike earnings (consumer pulse) Longer-term: - Can small-caps sustain momentum? - Trade tensions squeezing margins - AI capital efficiency in question
Nvidia may pour $100B into OpenAI, part of the $500B “Stargate” AI buildout with Oracle, SoftBank & Microsoft. It locks in equity + chip sales, but raises a big question: Is AI becoming a circular economy where capital goes out… only to flow back as revenue?
US Small-caps just broke out 🚀 Russell 2000 closed at a record high (2,467.70), its first since 2021. Why the surge? 1. Rate sensitivity → cheaper borrowing helps 2. US-focused revenues → less global drag 3. Valuation gap → 30% discount vs mega-caps
Saudi Arabia just made its biggest move yet to become a global gaming hub 🎮 Its wealth fund + Silver Lake are buying EA for $55B, the largest leveraged buyout ever. Backed by $20B from JPMorgan, this deal signals how serious Saudi is about owning the future of gaming.
Time to start booking profits?
This market is starting to feel like early 1999, where the indexes ran up on fewer and fewer names. Of course, 99 saw one of the biggest rallies in history on the Nasdaq. And then, it wasn't so pretty afterward. Historically, I tend to get cautious early. My hope is that we get…
Coinbase is going full “DeFi mullet”: simple UX up front, DeFi power in the back. Users can now lend USDC via Morpho on Base and earn up to 10.8% vs 4.1% in-app. Coinbase = trusted front-end. Morpho = modular yield engine. Together, they’re funneling stablecoin liquidity.
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